Eric Martzahl is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Green Bay, WI, with 11 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
111 N. Washington Street, Green Bay, WI, 54301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eric is a member of the finance committee for Notre Dame Academy, spending minimal time. He also works at Nicolet Wealth Management, a registered investment advisor, dedicating nearly full-time hours.
Employment History
Current Registrations
Private Client Services, LLCBroker
Nicolet Wealth Management
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.